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Popular Frequently Asked Questions

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How do I know what to expect to draw annually from a pension plan?
If you are unsure what level of annuity rate to specify for one or more of your pension plans you can seek advice from your financial adviser or you can view current annuity rates from the Government website  It is important to note that future annuity rates may be quite different from the level of annuity rates available today.
Where do I enter details of my Premium Bonds and other National Savings investments.
Enter these details in the National Savings section within Assets and Investments.
What are 'Liquid Assets'
In Lifeplan 'Liquid Assets' are Cash, Current Accounts, Deposits and those assets that can be encashed in small amounts at short notice e.g. National Savings, ISAs, Shares, Unit Trusts, Investment Funds. They exclude assets which can only be sold whole or where encashment rights are limited e.g. Home, Pension Fund, Property and Business Investments.
What if I want to change one or more of my assumptions?
You may change the general assumptions or a specific assumption at any time and LifePlan will immediately re-calculate all affected values going forward.
Why do I need to make assumptions about inflation, growth and income (yield)?
Your financial affairs will never remain static and you will need to estimate how the values of your finances may change throughout your LifePlan. You can change these general assumptions at any time and you may select specific assumptions for any particular asset.

Retire Easy Ltd.

RetireEasy is the UK’s only independent retirement planning tool. LifePlan gives you an overview of all of your assets – including investments, pensions, savings, business assets and properties – and the income you will receive after liabilities such as debts, mortgages and income tax. It is not just a snapshot, but shows you how your finances will evolve throughout your retirement.

Premium LifePlan not only provides live updates on stocks and fund values, provided by Morningstar, and you can model a Lifetime Mortgage, create and compare up to 3 scenarios of your financial future, radically reduce life insurance costs through a Life Assurance Premium Checker and you can print user-friendly narrative reports.

RetireEasy was established in 2011 and has helped thousands of users to understand their finances throughout retirement and adjust their plans to ensure that their money will last.


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New features on RetireEasy.

Not yet retired?

You can now include all your additional savings, investments and Pension Contributions between now and your retirement, taking into account increasing these Additional Contributions year-on-year and stipulating whether these are one-off or recurring contributions. As always, you can revisit these projections and change them at any time either when your expectations change, or you have real numbers to replace projections already made.

New useful charts?

There are now three additional charts, further breaking down your assets and income.

Download your data in a spreadsheet?

You can now also download spreadsheets giving you the opportunity to view all of your entered information, and your entire LifePlan in one glance.

Sign up now